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Original filing (PDF)20251013093932NAL0002253506001
DWFRITZ AUTOMATION LLC
Form 5500
FILING_RECEIVED
DWFRITZ AUTOMATION LLC 401(K) PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
294
Plan assets (EOY)
$33.1M
Net assets (EOY)
$33.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DWFRITZ AUTOMATION LLC.
Plan sponsor
Name
DWFRITZ AUTOMATION LLC
EIN
93-0773498
Address
9600 SW BOECKMAN RD · WILSONVILLE, OR · 97070
Phone
(503) 598-9393
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2S · Automatic enrollment
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WORTHY & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $52K | — |
Investments
30 direct securities · 1 pooled fund· $33.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.1M
30 holdings
Common Collective Trust
$708K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | — | — | — | $4.8M | 14.7% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $4.4M | 13.3% | |
| Fidelity 500 Index Fund | — | — | — | $4.1M | 12.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $3.8M | 11.4% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.8M | 8.4% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $2.2M | 6.6% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.7M | 5.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.5M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.5M | 4.5% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $1.0M | 3.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $721K | 2.2% | |
| Fidelity Managed Income Portfolio | — | — | — | $708K | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $708K | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $615K | 1.9% | |
| ClearBridge International Growth Fund | — | — | — | $534K | 1.6% | |
| Janus Henderson Global Technology and InnovaRegistered Investment Company | — | — | — | $477K | 1.4% | |
| JPMorgan Core Bond Fund | — | — | — | $429K | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $327K | 1.0% | |
| Columbia Dividend Income Fund | — | — | — | $284K | 0.9% | |
| Neuberger Berman Small Cap Growth Fund | — | — | — | $209K | 0.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $196K | 0.6% | |
| Participant loans | — | — | — | $185K | 0.6% | |
| Fidelity Emerging Markets Fund | — | — | — | $177K | 0.5% | |
| Janus Henderson Balanced Fund | — | — | — | $101K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $99K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $83K | 0.3% | |
| BlackRock Commodity Strategies Portfolio | — | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $52K | 0.2% | |
| Fidelity Government Money Market Fund | — | — | — | $23K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $14K | <0.1% | |
| AB Global Bond Fund | — | — | — | $3K | <0.1% |
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